Chadwick (Chad)
Copeland
Independent Advisor Alliance, LLC
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About this Advisor
Chadwick (Chad) Copeland is a financial advisor who works out of Nashville, Tennessee with a total of 7 years of industry experience. Copeland currently works for Independent Advisor Alliance, LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC, Independent Advisor Alliance, LLC and Lpl Financial, LLC. Copeland has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Tennessee and Texas. Independent Advisor Alliance, LLC is a financial advisory business operating out of Charlotte, NC. The company has offices in 132 locations and a total of 227 employees. It has $10 billion in assets among its 47,432 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 91 charitable organizations. Of its 47,432 accounts, 28% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically are based on the type of financial services. However, fee types charged by Independent Advisor Alliance, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$10,095,700,130
227
47,432
$212,846
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Chadwick (Chad) Copeland Work History
Chadwick (Chad) has been registered as a financial advisor for 7 years.*
Independent Advisor Alliance, LLC
Lpl Financial, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chadwick (Chad) Copeland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Knoxville, TN
Cary, NC
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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